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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,556 | $107,941-95.8% | $91,994-95.0% | $152,897-97.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.43% | 89.28%-64.8pp | 69.04%-44.6pp | 345.43%-321.0pp |
| Employer contribution / active EE | $912 | $4,212-78.4% | $3,453-73.6% | $4,764-80.9% |
| Participant deferral / active EE | $583 | $6,366-90.8% | $5,924-90.2% | $5,851-90.0% |
| Admin fee / account holder | $16 | $10,521-99.8% | $7,744-99.8% | $11,599-99.9% |